+382.3%
APP vs APO
+187.9%
+194.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.3% | +5.4% | +4.7% |
| 7D | +0.3% | -4.9% | +5.2% | +3.8% |
| 30D | -1.3% | -8.4% | +7.1% | +4.6% |
| 3M | -36.2% | -2.1% | -34.2% | -36.3% |
| 6M | -34.1% | +19.2% | -53.4% | -43.7% |
| YTD | -53.3% | -10.5% | -42.8% | -51.5% |
| 1Y | -44.5% | -2.7% | -41.8% | -46.7% |
| 3Y | +646.7% | +52.5% | +594.2% | +396.9% |
| 5Y | +306.4% | +132.1% | +174.3% | +86.7% |
| All | +382.3% | +187.9% | +194.5% | +114.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling